Filed May 1, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $47,824 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,218 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,942 | $81,474+49.7% | $133,956-9.0% | $73,488+65.9% |
| Participation rate | 96.3% | 76.4%+19.9pp | 79.8%+16.4pp | 70.7%+25.6pp |
| Annual return | 17.15% | 19.40%-2.3pp | 45.09%-27.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $4,444 | $2,209+101.1% | $3,919+13.4% | $2,270+95.7% |
| Participant deferral / active EE | $5,433 | $3,786+43.5% | $5,048+7.6% | $3,740+45.3% |
| Admin fee / account holder | $13 | $713-98.2% | $8,927-99.9% | $513-97.4% |